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Start building your financial wealth today. Contact 1-800-5040-CPA!

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Intentional Growth Package

Ideal for business or individuals that have a revenue between $150k-$3M and are

Open Minded

You understand that there needs to be change. You know that there are better ways you can organize, grow, and operate your business.

Results Driven

You are constantly setting goals and achieving them. You look towards the sunrise knowing there is more out there to accomplish. You're driven!

Seek Guidance

You're actively looking to educate yourself. You know that experience is key so you're constantly looking towards others for mentorship.

Need Motive

Sometimes it's hard to see the "why" but you know there is an answer. You are looking for that reason to keep pushing forward and be a leader for your team.

Are you...

Looking to Maximize Your Profitability

What's Included In

The Intentional Growth Package

Maximizing Profitability

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Providing maximum understanding of your financial reporting

Reconciling bank & credit card accounts

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Review and reclassify transactions to ensure complete accounting compliance

Monthly preparation and review of financial statement

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People & Culture

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Payroll Services – including weekly/biweekly preparation, submitting payroll tax payments, quarterly filings and annual required forms

*

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Contractor & Vendor 1099’s

*

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Selection & guidance of retirement plans, team member benefits

Tax Savings & Advisory Services

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Bi-annual tax planning, utilizing comprehensive checklists

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Correspondence with tax agencies as needed

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Business tax return preparation

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Submission of sales tax and sales tax reports

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Preparing personal business property reports

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Individual tax strategies & tax preparation

*

 *additional fees may apply 

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Business Clarity & Direction

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General business consulting

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Weekly Zoom Q&A meetings with all monthly clients

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Quarterly one-on-one meetings with business owners & our leadership team

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Access to 12 modules of building financial wealth available to entire team

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